Hawkins Parnell & Young, Llp 401(k) Profit Sharing Plan
Sponsored by Hawkins Parnell & Young, Llp · EIN 580908407 · Plan #001
- Total assets
- $51.5M
- Net assets
- $51.5M
- Active participants
- 242
- With balances
- 400
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Ret Sol Llc | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $124,453 |
| Morgan Stanley Global Bankin Ops | Investment advisory (plan) | $70,041 |
| Futureplan By Ascensus | Recordkeeping, Participant loan processing, Recordkeeping fees | $5,119 |
| Transamerica Trust Company | Trustee (institutional) | $167 |